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Relationship Management Specia...
The Relationship Manager is a professional level position that requires the ability to work both independently and as part of a team. This role is responsible for maintaining and enhancing relationships with retirement plan clients and key intermediaries, ensuring client satisfaction through periodic client meetings and discussions covering service levels, plan utilization, client retention, product sales, plan profitability, and fund investment performance. This position also works closely with sales, recordkeeping and operations staff, and may provide guidance to more junior staff within the team. The ideal candidate will possess strong verbal and written communications skills.
Bachelor's degree or relevant work experience
Minimum of 4 years experience working in retirement service, financial service or similar industry a plus
Client facing experience is required
Ability to build and maintain relationships a must
Experience with executive level presentations is highly desired
Proven excellent customer service, negotiation and probing skills
Strong commitment to timing and quality standards
Ability to understand and apply complex compliance concepts
Ability to identify and facilitate issue resolution
Proven ability to take initiative
Proven prioritization and organizational skills
Proven ability to understand and apply new concepts and products
Ability to work on multiple tasks simultaneously
Ability to react to change in a positive and productive manner
Ability to handle other essential tasks as assigned
Strong leadership skills
Previous client service experience a plus
Knowledge and understanding of Pension Industry (primarily Defined Contribution; Defined Benefit and Non-Qualified knowledge) a plus
Up to 20% Travel required
FINRA Series 6 and 63, and State Life Insurance required within 120 days of employment
Prudential is a multinational financial services leader with operations in the United States, Asia, Europe, and Latin America. Leveraging its heritage of life insurance and asset management expertise, Prudential is focused on helping individual and institutional customers grow and protect their wealth. The company's well-known Rock symbol is an icon of strength, stability, expertise and innovation that has stood the test of time. Prudential's businesses offer a variety of products and services, including life insurance, annuities, retirement-related services, mutual funds, asset management, and real estate services.
We recognize that our strength and success are directly linked to the quality and skills of our diverse associates. We are proud to be a place where talented people who want to make a difference can grow as professionals, leaders, and as individuals. Visit www.prudential.com to learn more about our values, our history and our brand.
Prudential and its affiliates, Newark, New Jersey are Equal Opportunity/Affirmative Action Employers and are committed to diversity in our workforce.
Note that this posting is intended for individual applicants. Search firms or agencies should email Staffing at firstname.lastname@example.org for more information about doing business with Prudential.